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Notis

Generate a batch of documents from one webhook

Send a prepared set of records to a Notis webhook and have Docugenerate package the resulting documents as a ZIP.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Generate documents as ZIP

Tool to bulk generate multiple documents into a ZIP archive. Use when you need a batch of docs packaged as ZIP.

Why this helps

Creating the same kind of document for many records one at a time turns a small update into repetitive work.

  • Generate a batch from a supplied set of records.
  • Receive the documents packaged as a ZIP archive.
  • Reuse a known template for repeatable batch work.

Setup

Build it in a few focused steps.

  • 1Connect Docugenerate once in the Notis portal.
  • 2Create an automation named Webhook to document batch.
  • 3Tell Notis to use each record in the request with your chosen template and generate a ZIP, following the template's required inputs.
  • 4Pick a webhook trigger and choose where run reports go.
  • 5Test by sending one real request with a small batch and review the ZIP result.

Questions about this workflow

What starts the document batch?

An HTTP request to the automation's Notis webhook starts it. Include the records and data needed by your chosen Docugenerate template.

How many documents can it generate?

The available event supports bulk generation, but the practical limit depends on Docugenerate and the size of the request. Start with a small real batch.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agent mail to Docugenerate. A trigger fires from one place; an action lands in another.

Agent mail triggers

Docugenerate actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Generate documents from template

Tool to generate document(s) from a template by merging JSON data or uploading a data file. Use when you need to programmatically produce one or more documents and receive metadata including a download URL.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Generate documents as ZIP

Tool to bulk generate multiple documents into a ZIP archive. Use when you need a batch of docs packaged as ZIP.

ActionInstant

New Email Received

Trigger for new emails in an AgentMail inbox

TriggerPolling

Generate document with attachments

Tool to generate a PDF with embedded attachments. Use when you need to bundle extra files into the PDF output.

ActionInstant

Generate document with merge

Tool to generate a PDF and append additional PDF files. Use when you need to merge extra pages into a generated document.

ActionInstant

Update Document

Tool to update a document's metadata. Use when renaming an existing document after confirming the document ID.

ActionInstant

Get or list templates

Tool to retrieve or list existing templates. Use when needing template IDs and metadata before making updates or generating documents.

ActionInstant

Update Template

Tool to update a template’s file and settings. Use after confirming the template ID and desired inputs.

ActionInstant

Connect any two apps with Notis in the middle.

Agent mail and Docugenerate, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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